Implementation Specialist

 The Implementation Specialist will provide support and technical guidance to brokers, wholesalers and business contacts regarding new business for Benefit Consultants Group. Coordinate the on-boarding of new business by working with advisors, plan sponsors, retirement providers and key partners.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Interact with all internal and external customers in a professional and courteous manner, acting as a source of support while at the same time maintaining objectivity and adhering to the terms of BCG's regulations
• Provide implementation support to brokers, wholesalers and business contacts through written and verbal communications
• Proactively manage the implementation pipeline for the on-boarding of new plans
• Understand and review provisions made available in applicable plan documentation
• Responsible for the scheduling of blackout dates, liquidation dates when applicable
• Coordinate enrollment procedure
• Stay current with changes regarding IRS and DOL rules & regulations, as it pertains to implementation process
• Coordinate/communicate with custodial partners through the implementation process
• Grow relationships with key partners through service delivery
• Maintain a training & development program and schedule
• Resolve employee grievances and submit personnel issues to Human Resources for action if necessary
• Assist brokers, wholesalers and plan sponsors with plan design
• Handle special projects, tasks and requests as needed

Reqirements:

• Series 6 or 7 license (preferred but not required)
• College degree and/or ASPA credentials preferred
• Minimum of High School Diploma or equivalent plus 2 to 4 years equivalent experience
• Ability to communicate technical information to all levels of management with clarity
• Retirement Industry experience Knowledge of IRS and DOL rules and regulations
• Excellent organization and analytical skills
• Ability to update workflows and understand the Feith system
• Relius knowledge preferred

• EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

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